+79.0%
RIOT vs WM
+48.6%
+30.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.8% |
| 7D | +4.8% | +3.2% | +1.6% | +6.2% |
| 30D | +16.0% | +13.0% | +3.0% | +21.6% |
| 3M | -8.8% | +9.2% | -18.0% | -5.2% |
| 6M | -29.7% | +13.6% | -43.3% | -26.9% |
| YTD | +38.3% | +12.4% | +25.9% | +43.1% |
| 1Y | +26.2% | +21.2% | +5.0% | +28.7% |
| 3Y | +79.0% | +48.7% | +30.3% | +105.0% |
| All | +79.0% | +48.6% | +30.3% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling